Table of Contents
Shared Task Filter Views
What’s new?
Admins can now create and share task filter views across the firm.
Shared filters update automatically for all recipients.
No more manual setup at each workstation or firm-wide “update your filters” reminders.
Prevents errors from outdated or inconsistent views.
Why it matters
This was a top 10 Workflow request and a major pain point during onboarding and busy season. Shared filters save setup time, reduce miscommunication, and keep task lists consistent across the firm.
Relevant Article
How do I save, edit, and share a filtered tasks list?
Task Comments Enhancements on Mobile
What’s new? (Mobile 2.13.0 update)
Building on July’s initial release of mobile task comments, you can now:
Add files (via scan, photos, or files app).
Manage thread notifications and participants.
Set comment reminders.
View unread messages more easily and jump to the latest comment.
Why it matters
Task collaboration on mobile is now on par with the web, making it easier to stay productive while away from your desk.
Relevant Article
How to use Task Comments on the Mobile App
Document Checklist & Questionnaire Improvements
What’s new?
Bulk Send Document Checklists: Send a checklist to multiple clients at once.
Search in Conditional Questions: Quickly find the right trigger question when setting conditions.
Why it matters
These updates speed up client intake and lay the groundwork for upcoming AI-powered Smart Intake features.
Relevant Article
How do I create and send a Document Checklist?
Apply Retention Rules to Folder Templates
What’s new?
Add retention rules directly to a folder template (1–10 years, archive or no action).
Apply to new and existing root folders in bulk.
Retention indicators appear directly in the template.
Why it matters
This allows firms to enforce retention policies at scale, saving time and reducing compliance risk.
Relevant Article
Create Folder Templates
Review & Submit for Questionnaires
What’s new?
Clients: A new Review & Submit page at the end of every questionnaire. Clients can double-check answers and confirm sections before submitting.
Practitioners: A Review Responses view shows all client answers in a continuous, searchable format.
Why it matters
Improves accuracy for clients and efficiency for firms by streamlining review and response usage.
Relevant Articles
Template Updates: Previews & Checklist Templates
What’s new?
Instant Previews: View questionnaire templates without opening the editor.
New Fields: Add “Type” and “Description” to templates for better organization.
Document Checklist Templates: Create and manage reusable checklist templates.
Why it matters
Firms save time previewing, organizing, and reusing templates across multiple clients.
Relevant Articles
Filter Invoices by Client Owner
What’s new?
A new Client Owner column has been added to the Invoice List.
Filter or sort invoices by Client Owner to see only invoices tied to your clients.
Why it matters
Partners and billing admins can now quickly monitor collections for their own clients without manually filtering invoice by invoice.
Relevant Article
How do I manage the Invoices Dashboard?
Invoice PDFs with Unique IDs
What’s new?
Invoice PDFs now include the invoice number in the filename.
Why it matters
Helps clients and firms easily differentiate invoices, improving clarity in billing communications.
Relevant Article
Set Default Invoice Settings
File History
What’s new?
A new File History view tracks all activity on a file.
Quick pane for recent actions, full view for complete history.
Export history to CSV.
Why it matters
Firms gain full visibility into document interactions (e.g., eSignature, client views), improving accountability and compliance.
Relevant Article
How do I view File History?
Apply Synced QBO Credits from Invoices
What’s new?
Credits synced from QuickBooks Online now appear directly in the invoice creation screen.
Easily apply available credits when creating or editing invoices.
Why it matters
Eliminates extra steps and reduces billing errors by ensuring credits are visible and applied during invoicing.
Relevant Articles